
Jory SanduskyJory Sandusky, CPWA®, AIF®Wealth Advisor
About Jory
Jory Sandusky is a Wealth Advisor at J.P. Morgan Wealth Management.
Jory delivers comprehensive wealth management services to individuals and families, serving as their trusted advisor. He understands that wealth is more than money and believes it's imperative to address both human and fiscal needs across their financial lives to transform their success into meaningful legacies. By implementing goals-based planning, custom portfolio design, trust and estate planning, family dynamics coaching, banking and credit solutions and more, he weaves an outsourced family office-style approach.
Jory's focus is on helping business owners, tech leaders, entrepreneurs and members of the LGBTQ+ community align their values with their vision for the future. He fosters financial literacy to increase trust and communication between multiple generations of a family.
Jory began his professional journey in commercial aviation, overseeing onboard operations in Chicago, London, San Francisco and Los Angeles. In the wake of the Great Recession, he felt called to help bring calm and holistic care to the financial services industry after watching as his parents were ignored by their advisor during that stressful economic chapter. Thus, Jory joined Morgan Stanley in 2010, where he was able to put his Finance degree to better use.
Later recruited to U.S. Bank's multi-family office, Ascent, in 2015, Jory led the California operation, serving centimillionaire and billionaire client families. He moved to J.P. Morgan in 2023 for the opportunity to bring his family office perspectives and tools to clients at varied wealth levels who could benefit from his differentiated background.
A graduate of California State University Long Beach, Jory earned a B.S. in Finance, Real Estate and Law. He also holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investments and Wealth Institute after studying at the Yale School of Management. Additionally, he holds the designation of an Accredited Investment Fiduciary® (AIF®) and FINRA Series 7 and 66 securities licenses.
Jory grew up in the Bay Area, and he and his husband live in San Francisco, not far from family. In his free time, he enjoys yoga, being outdoors, attending local theatre, the San Francisco Symphony and exploring the wine country. Jory also supports efforts in LGBTQ+ entrepreneurship.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

LGBTQ+ individuals face some unique challenges
Workplace LGBTQ+ individuals continue to face discrimination in the workplace1
Cost of living LGBTQ+ individuals tend to live in places with a higher cost of living1
Estate Planning LGBTQ+ investors are less likely to use wills and estate planning techniques2
Long-term care LGBTQ+ individuals report more stress related to aging and long-term care3
1 Forbes, "5 Ways LGBTQ+ Financial Planning Is Different," June 2019.
2 The Motley Fool, LGBTQ Money Study, 2022 (https://www.fool.com/research/lgbtq-money-study/)
3 Forbes, "Study Shows LGBT Community Overcoming Challenges To Build Wealth Faster," May 2022.
Insights

2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now